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Merrick Wealth Management Inc. http://www.merrickwealth.comPeter MerrickBA, FMA, CFP, TEP, FCSI, IPP & Executive Specialist |
Recent Comments/Answers by Peter Merrick
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Recent Blogs by Peter Merrick
Fifth Protocol and Cross Border Business Transactions
Canada is the United States’ largest trading partner of goods and services with over $518 billions of cross boarder trade in 2007 according to the U.S Census Bureau. This partnership has been accelerating since then time Prime Minister Brian Mulroney declared Canada “open for business” in 1984 with the dismantling of the Foreign Investment Review Agency (FIRA), a Canadian protectionist agency coupled with the passing of the Investment Canada Act (ICA).
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T. A. S. K. – The Trusted Advisor’s Survival Kit
How Will You Profit in the Next 10–15 Years?In the next decade 43% of our workforce will approach retirement. At the same time $1.3 trillion will pass hands by business owners who control most of the wealth in Canada. These people rely on their trusted advisors to preserve and distribute this wealth. Your success depends on your ability to achieve these goals.
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Business Description
Peter J. Merrick, B.A., FMA, CFP, TEP, FCSI is the President of MerrickWealth.com. Since the early 1990s, Peter has had an active career in the financial planning, investment, risk management, estate, and business succession planning, cross boarder planning and executive benefit and pension fields. He has been retained for his expertise by some of Canada’s largest financial institutions, accounting and legal firms, to provide executive benefit consulting, succession and estate planning solutions to owner/managed businesses.
Peter is a Certified Financial Planner (CFP) registered with the Financial Planners Standards Council of Canada as well as a Financial Management Advisor (FMA). In the year 2000, Peter was awarded the prestigious Fellowship of the Canadian Securities Institute (FCSI), which is recognized as Canada’s highest honour in the financial services industry. In 2008 for his continued contribution in the field of trust and estate planning in Canada, Peter was invited as a full member into the Society of Trust and Estate Practitioners and awarded the TEP designation.
Peter has appeared as a regular television guest and has been seen on CBC’s The National, CBC’s NewsWorld, BNN and CP24 in Canada. During the past two decades, Peter has presented over 700 classes, seminars and workshops to such organizations as the Canadian Institute of Chartered Accountants (CICA), the Human Resources Professionals Association of Ontario (HRPAO), The Canadian Securities Institute’s and the Financial Planners Standards Council of Canada (FPSC). He is a professional public speaker who has achieved the Distinguished Toastmaster’s (DTM) designation, the highest level from Toastmasters International in the areas of public speaking and leadership. As well, Peter has taught at several post-secondary institutions in programs that lead to the Certified Financial Planning, Certified General Accountant, Certified Human Resources Professional and Certified Employee Benefits Specialist designations.
Peter is a professional financial writer, with over 306 published articles to his credit. His articles have appeared in such magazines and periodicals as McLeans, CA Magazine, the Journal of Financial Planning, Ontario Dental Magazine, Professionalreferrals.ca, Accounting World, Benefit and Pension Monitor, Canadian MoneySaver, HR World, CSI Infocus, American Funeral Director Magazine, Canadian Funeral Director Magazine, Canadian Auto Dealers, AdvisorWorld.com, Dental Practice Management, Oral Health, Lawyers Weekly, The Bottom Line, MD Canada, The Bay Street Times, Canadian Business Franchise, HR Professional, Computer World, IT Ontario, Silicon Valley North, Advocis’ Forum, The Canadian Dental Association, Canadian HR Reporter and numerous publications for LexisNexis Canada Inc., Thomson Reuters and CCH Canadian Ltd.
Peter is the author of The Canadian Securities Institute’s course on Individual Pension Plans and Lexisnexis Canada’s The Essential Individual Pension Plan Handbook. "The T.A.S.K – The Trusted Advisor’s Survival Kit" is his second book published by Lexisnexis Canada and is due to be released in Spring 2009.
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General Information
We at Merrick Wealth Management Inc. show corporations, high net-worth individuals and their CPAs, CAs, CGAs, CMAs, CFOs, CFPs, Lawyers and other financial consultants how to preserve and grow wealth, legally defer, reduce, and eliminate taxes and creditor protection.
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